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The Letter Template Editor is a tool to assist in managing new and existing letter templates for use in RPS; access to this application within a company is usually limited. Letter templates are created in Microsoft Word using mail merge fields; these fields instruct the template to take the required information from RPS.

You may also find useful:Common  Letter Template Editor - Using Merge Codes: 

1. Accessing the Letter Template Editor (LTE)

  • Log in to RPS and Click on your Name/Image


  • Go to Tools


  • Click on Letter Template Editor

2. RPS Letter Template Editor

  • You will notice a small bar appear on the left with 3 options


  • Create a New Template - This opens a blank Word document and allows you to create a new template from scratch
  • Convert an Existing Document to an RPS Template - This allows you to add a template that you have created outside of RPS and distribute it into the system
  • Edit an Existing RPS Template - This allows you to amend a template that already exists in the system

3. Distributing Your Template

  • It is important that you distribute your template correctly
  • Click on Distribute Template, at the bottom of the menu


  • Make sure that you select the correct option in the Change Folder drop down
  • Enter a File Name and save


Info
titleSpecific Folders

You may notice that you have categories within your letters. For example... Adobe Sign, Vendor, Sales Marketing etc.

To distribute a letter to these folders simple add the Folder Name at the beginning of your File Name with a semicolon ; - if it is a property brochure template, add 'Details' at the end of the file name

Examples:

Adobe Sign;File Name Here

Vendor;File Name Here

Sales Marketing;File Name Here

Brochure Name here Details




Expand
titleLetter Categories



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